See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,450 | $72,492-11.1% | $87,100-26.0% | $72,985-11.7% |
| Participation rate | 57.7% | 72.8%-15.1pp | 76.9%-19.2pp | 69.5%-11.8pp |
| Annual return | 20.66% | 24.46%-3.8pp | 28.19%-7.5pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,409 | $1,894-25.6% | $2,521-44.1% | $2,440-42.3% |
| Participant deferral / active EE | $4,361 | $3,270+33.4% | $4,049+7.7% | $3,607+20.9% |
| Admin fee / account holder | $383 | $5,055-92.4% | $7,497-94.9% | $5,124-92.5% |